Can I separate cleanup work from ongoing bookkeeping?

Yes. Create a deal page for the cleanup project with its own pricing, and a separate deal page for the monthly retainer. Keeps the scope and billing separate.

What if a client's transaction volume increases?

Create a new deal page with an upgraded tier that reflects the higher volume. The client approves the new scope and price through the same process.

Can I list the accounting software I support?

Yes. Mention QuickBooks, Xero, FreshBooks, or whatever you use in your tier descriptions. Clients know upfront whether you work with their setup.

Does this replace my engagement letter?

The deal page documents scope and pricing but isn't a legal contract. Many bookkeepers use it alongside their standard engagement letter.

Your clients pay everyone else before they pay you

Send one link with your bookkeeping packages. Clients pick a tier, approve, and pay through Stripe before the month starts. No more chasing your own invoices.

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The problem

Sound familiar?

The irony of chasing your own invoices

You manage other people's books for a living. Yet every month you're sending payment reminders to clients who can't be bothered to pay the person tracking their money.

Clients don't understand what bookkeeping includes

They think it's 'entering receipts.' They don't realize you're reconciling accounts, categorizing transactions in QuickBooks, chasing missing receipts, and preparing reports. So they push back on your price.

New clients want a 'quick cleanup' that takes 40 hours

A prospect says they need help 'catching up.' You log into their QuickBooks and find two years of uncategorized transactions, no bank reconciliation, and a mess of personal and business expenses.

The solution

How SendScope helps

1

Bookkeeping packages as clear tiers

Offer Monthly Maintenance, Full-Service Bookkeeping, and Cleanup + Ongoing as tiers. Each lists transaction volume, software used (QuickBooks, Xero, Wave), reporting, and what's included.

2

Clients see what they're paying for

Each tier description spells out the work: bank reconciliation, expense categorization, monthly P&L, and payroll processing. No more explaining why bookkeeping costs what it costs.

3

Upfront payment each billing cycle

Clients approve and pay through Stripe before you do the work. Send a new deal page each month. Your books stay clean because your clients pay on time.

4

Auto-generated professional invoices

Every approval creates an invoice automatically. No more spending 15 minutes per client creating invoices in the same tool you use for their books.

How it works

Three steps to getting paid

1

Create your deal page

Set up your bookkeeping packages. Define what each tier covers -- transaction volume, reporting frequency, software, and any add-ons like payroll or tax prep support.

2

Share with your client

Send one link after a consultation. Your client reviews the tiers and picks the level of service that matches their business size and needs.

3

Get paid and start reconciling

Your client approves and pays. You get notified, the invoice is handled, and you log into their QuickBooks knowing the payment is settled.

FAQ

Frequently asked questions

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